Andrew Winnick is a financial advisor at Morgan Stanley in Naples, FL, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Juan Serrano Pineda is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 14 years of experience with the firm. He manages a small car rental business through an application named TURO as a general partner of MAJ INVESTMENTS LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Helton is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, as well as prior positions at firms such as Freudenberg Medical LLC and Modern Woodmen of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Brett Vance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in September 2005 and brings experience from leading corporate business divisions, including serving as division President of a multi-billion dollar organization with both domestic and international responsibilities. Brett holds a bachelor's degree in Economics from the University of Western Ontario and an MBA from Miami University. He has earned the Chartered Retirement Planning Counselor™ designation and is recognized as a Personal Investment Advisor (PIA). He was previously the President of the Cincinnati Chapter of the Miami University Alumni Association and served as a Vestry member at Christ Church Glendale. Brett pursues a disciplined and customized approach to wealth management, focusing on understanding each client's full financial picture and what matters most to them. He regularly conducts reviews to monitor progress toward personalized financial goals. Additionally, he engages in community service through volunteer work with local organizations.

Benjamin Dreon is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Ameriprise since 2020, and with prior tenure at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for the Johnson Manor Homeowner Association and is involved with the Angel Foundation’s FCC Program development. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Bruce McConnell is a financial advisor with Merrill based in Naples, FL, holding Series 65 and Series 66 credentials. He has 29 years of industry experience and has worked at Merrill since 1997, concurrently affiliated with Bank of America, NA since 2009. Merrill, in partnership with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Payne Speicher is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Delta Sonic Car Wash, Rochester Institute of Technology, and Lockheed Martin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved planning tools without offering individual security recommendations as part of standalone plans.

Frederick Driscoll is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of experience in the financial services industry, with prior roles at VOYA Financial Advisors and ownership of Driscoll Financial Group. Driscoll also operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with access to various portfolio management strategies and third-party money managers.

Gregory Glyman is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in researching equity investments through his sole proprietorship, Green Dolphin LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Paige Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management headquartered in Poughkeepsie, New York. She joined the firm in 2018 and focuses on serving multi-generational families and organizations. Paige specializes in wealth transfer, wealth preservation, philanthropic planning, and services for endowments, foundations, and non-profits. She holds the CERTIFIED FINANCIAL PLANNER™ certification, is an Accredited Wealth Management Advisor™, and has the Personal Investment Advisor designation. Paige graduated Cum Laude from Southern Connecticut State University with a B.S. in Business Administration concentrating in Finance. While attending university, she was a four-year member of the Women's Basketball Team. Paige is on the Board of Directors for New Horizons Inc. and volunteers frequently for Angels of Light, a non-profit founded by her family. She also serves as a coach for St. Martin de Porres CYO. In her free time, Paige enjoys skiing, golfing, and spending time with her family.

Ashley Begley is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Begley worked at Dorcey Law Firm for three years. She holds a Series 66 designation and is based in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Fraser is a financial advisor with Merrill in Naples, Florida, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Maurizi is a financial advisor at Morgan Stanley in Naples, FL, with 11 years at the firm and two years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anna Mckinnon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by the firm’s Investment Strategy Group.

Paul Greene is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as vice president of Boston Ledge S Corp, a management company for a franchise financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Mercedes Padin is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on integrating wealth management planning and simplifying the complexities of clients' wealth. Mercedes works with a limited number of affluent families, emphasizing strong relationships and personalized attention to help pursue unique financial goals. Mercedes holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and is a Personal Investment Advisor (PIA). She earned an Associate's Degree from Thomas Edison State College. Mercedes is fluent in English and Spanish. A Miami native, Mercedes has lived in Naples since 1992 with her husband, Landi. Her daughter, Beatrice, and son, Junior, are math teachers at Lely High School. Mercedes enjoys cooking, dancing, football, gardening, music, scrapbooking, and spending time with her family.

Todd Nichol is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2002 and holds Series 63 and Series 66 credentials. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Dana Gillette is Vice President and Branch Leader at Fidelity Investments, a role held since 2022. In this position, Dana leads a team that partners with clients to help them pursue what matters most to them. Prior to this, Dana served as Market Manager - Dual Registered at Charles Schwab in 2022 and as Market Manager at TD Ameritrade from 2018 to 2022. Dana's professional experience includes leadership roles focused on managing teams and supporting client financial goals.

Andrew Gusho is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1986 and has accumulated over 37 years of experience in the financial advisory field. His practice emphasizes a disciplined, goals-based wealth management approach that considers clients' whole lives, including their financial goals, values, history, and attitudes towards investing. Andrew's areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He and his team, the Gusho Wallace Group, work to establish customized financial objectives and solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and investment goals. Regular reviews are conducted to track progress and adjust strategies in response to life or business changes. He holds a Bachelor of Arts degree in Economics from the University of Utah and has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. Andrew resides in Whitefish Bay, Wisconsin with his wife and is active in the community, including involvement with the House of Peace.